Who This Is Built For
This engagement is designed for independent physician-owned practices experiencing margin pressure.
Ideal Fit Criteria
- Independent physician-owned practices (not hospital-owned)
- Multi-provider practices (2+ physicians)
- Annual revenue $2M–$20M+
- Experiencing margin pressure or cash flow challenges
- Open to operational transformation
Not a Fit If
- ×The goal is comfort, not clarity
- ×Data access is delayed or restricted
- ×Decisions take months instead of weeks
“If the goal is comfort, this is not a fit. If the goal is margin recovery and structural strength, it is.”
The 90–120 Day Margin Recovery Model
Three phases. Measurable results.
Phase 1
Rapid Margin Exposure
(Weeks 1–3)
Deliverable: Margin Exposure Report
Phase 2
Recovery Execution & Negotiation
(Weeks 4–10)
Deliverable: Real Savings
Phase 3
Structural Discipline
(Weeks 10–16)
Deliverable: Protection
$500K–$2M Is Hiding in Plain Sight
Across Five Leak Zones
Revenue Leakage
Missed billing opportunities and claim denials
Operational Inefficiency
Redundant processes and workflow bottlenecks
Staffing & Scheduling
Suboptimal scheduling and resource allocation
Compliance & Risk
Regulatory gaps and liability exposure
Technology & Systems
Outdated systems and integration gaps
What We Need to Move Fast
First 14 Days
Financial & Revenue
- Trailing 12-month P&L (monthly)
- A/R aging and denials by category
- Collections by payer and payer mix
- Provider productivity metrics
Contracts & Vendor Spend
- EHR, MSP, telecom, and software agreements
- Any vendor agreement over $25K annually
- Auto-renewal clauses and subscription inventory
Operational & Throughput
- Appointment templates and staffing roster (FTE)
- Authorization backlog
- Volume and cycle time
- Call center metrics (if applicable)
Speed requires transparency. If data cannot be shared, it is not a fit.
Proven Results
Real outcomes from real engagements.
$1.5M
Operating expense savings (Year 1)
15%
Reduction in infusion costs
40%
Reduction in IT costs
13%
Overhead reduction
The Engagement Economics Are Rational
5x–10x Return on Engagement Cost
$500K–$2M
Typical Recoverable Value
8–15%
Fees of first-year recovered value
5x ROI
Minimum target in Year 1
Fee structures available: Fixed Fee, Hybrid, or Retainer